02:42:00 EDT Fri 24 Apr 2026
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Primis Financial Corp. Reports Strong Results for the First Quarter of 2026

2026-04-23 17:00 ET - News Release

Primis Financial Corp. Reports Strong Results for the First Quarter of 2026

PR Newswire

Declares Quarterly Cash Dividend of $0.10 Per Share

MCLEAN, Va., April 23, 2026 /PRNewswire/ -- Primis Financial Corp. (NASDAQ: FRST) ("Primis" or the "Company"), and its wholly-owned subsidiary, Primis Bank (the "Bank"), today reported net income available to common shareholders of $7.3 million, or $0.30 per diluted share, for the three months ended March 31, 2026, compared to net income available to common shareholders of $22.6 million, or $0.92 per diluted share, for the three months ended March 31, 2025. Operating net income(1) available to common shareholders for the three months ended March 31, 2026 was $8.1 million, or $0.33 per diluted share, compared to operating net income(1) available to common shareholders of $3.6 million, or $0.14 per diluted share, for the same period in 2025.

Q1 2026 Accomplishments

The Company demonstrated strong profitability in the first quarter of 2026. Significant areas of improvement year-over-year are detailed in the chart below:

                                                         As of or for the Three Months
                                                                     Ended



 
          ($ in millions except per share)    3/31/2026                              3/31/2025  Var.





 Operating Net Income(1)                             $8.1                                    $3.6    126

                                                                                                      %



 Operating ROAA(1)                           0.84
      %                           0.40
      %    44   bps



 Operating ROTCE(1)                                 10.19                                    5.78    441





 Net Interest Income                                $32.1                                   $26.4     22

                                                                                                      %



 Net Interest Margin                                 3.43                                    3.15     28   bps





 Total Assets                                      $4,257                                  $3,697     15

                                                                                                      %



 Gross Loans HFI                                    3,396                                   3,043     12



 Total Deposits                                     3,423                                   3,169      8





 Average Earning Assets                            $3,794                                  $3,400     12

                                                                                                      %



 Avg. Noninterest Bearing Deposits ("NIB")            534                                     446     20



 Avg. NIB / Avg. Total Deposits              15.9
      %                           14.3
      %   160   bps





 TCE / TA(1)                                 8.02
      %                           7.82
      %    20   bps



 Tangible Book Value per Share(1)                  $13.47                                  $11.40     18

                                                                                                      %





  Retail Mortgage Volume                             $367                                    $165    122

                                                                                                      %

Commenting on the results, Dennis J. Zember, Jr., President and Chief Executive Officer of the Company, stated, "We are excited to see the progress on our profitability initiatives in what is generally a seasonally slow quarter. We believe we are extremely well-positioned with a stronger balance sheet and demonstrated operating leverage versus a year ago. Our expectations for a robust level of profitability in 2026 are on track as we continue operating our plan to maximize results."

Division Updates

The first quarter of 2026 demonstrated progress in key areas that are expected to drive full-year profitability in 2026. The following discussion highlights recent progress for each of these strategies:

Core Community Bank

The core Bank's 24 banking offices in Virginia and Maryland represent almost two-thirds of the Company's total balance sheet. Management believes the core Bank drives significant value for the Company with a stable deposit base and strong core profitability:

  • The core Bank has low concentrations of investor CRE (25% of total loans and only 197% of regulatory capital)
  • $66 million of closed loans in the first quarter of 2026 with a pipeline of $123 million as of March 31, 2026.
  • Cost of deposits of 1.59% in the first quarter of 2026 compared to 1.85% in the same quarter in 2025.
  • Zero brokered deposits.
  • A proprietary banking app for commercial depositors that drives new sales independent of lending efforts in and around the Company's footprint.

Approximately 23% of the core Bank's deposit base are noninterest bearing deposits, supported with what management believes is the region's best and most unique technology including the Bank's proprietary V1BE service, which directly supports more than $200 million of mostly commercial clients in the Bank's footprint. Approximately $60 million of checking accounts are associated with customers that use V1BE regularly.

Primis Mortgage

Primis Mortgage had closed mortgage volume of $367 million in the first quarter of 2026, up 122% compared to the same quarter in 2025. Construction-to-permanent loan volume was $26 million in the first quarter of 2026 versus $4 million in the same period in 2025. Pre-tax earnings related to Primis Mortgage were approximately $2.1 million for the first quarter of 2026, up substantially from earnings of $0.8 million in the first quarter of 2025.

Mortgage Warehouse

Mortgage warehouse lending continued to show strong growth in the first quarter of 2026. Outstanding loan balances at March 31, 2026 were $460 million, up 300% from $115 million at March 31, 2025. Average loan balances were $342 million in the first quarter of 2026, up 14% from $300 million in the fourth quarter of 2025 and up 499% from $57 million in the first quarter of 2025. Mortgage warehouse also funded on average approximately 12% of its balance sheet with associated customer noninterest bearing deposit balances during the first quarter of 2026.

Panacea Financial

Panacea's growth remained strong through the first quarter of 2026 with loans outstanding of $600 million, including loans held for sale, up 10% compared to December 31, 2025. The loans held for sale at March 31, 2026 are expected to be sold early in the second quarter of 2026 with ongoing flow loan sales thereafter allowing for continued high growth rates without straining the Company's balance sheet. At the end of the first quarter of 2026, Panacea customer deposits totaled $153 million, up 63% from March 31, 2025. Panacea is the number one ranked "Bank for doctors" on Google and banks over 7,500 professionals and practices nationwide.

Digital Platform

Funding for the national strategies is provided exclusively by the Bank's digital platform powered by what the Bank believes is one of the safest and most functional deposit accounts in the nation. Because of the scalability of the platform, there is significantly less pressure on the core Bank to provide this funding and risk the profitable, decades old relationships with core customers.

The platform ended the first quarter of 2026 with approximately $1.0 billion of deposits with a cost of deposits of 3.79% compared to $1.0 billion at March 31, 2025 with a cost of 4.36%. The platform also successfully grew business accounts in 2026 with small business balances reaching $28 million at March 31, 2026, up substantially from $16 million at December 31, 2025. Over 1,200 of our digital accounts have come from referrals from other customers and approximately 81% of our consumer accounts have been with the Bank for over two years.

Net Interest Income

Net interest income in the first quarter of 2026 was $32 million, up 22%, versus $26 million in the first quarter of 2025. As noted above, the Company's net interest margin improved to 3.43% in the first quarter of 2026 compared to 3.15% in the same quarter of 2025 with the expansion driven by robust earning asset growth funded at attractive incremental margins.

Yield on earnings assets in the first quarter of 2026 increased six basis points and three basis points versus the fourth quarter of 2025 and first quarter of 2025, respectively. Yield on investments increased 124 basis points year-over-year largely due to the previously announced portfolio restructuring and offsetting declines in yield on loans and yield on other earning assets driven by recent rate cuts.

Cost of deposits in the Bank have benefitted from the focus on growing noninterest bearing deposit balances as well as the core Bank's management of interest expense. In the first quarter of 2026, the Company reported cost of interest-bearing deposits of 2.65% compared to 2.93% in the same quarter in 2025. Cost of funds was 2.46% in the first quarter of 2026, down 21 basis points from 2.67% in the first quarter of 2025.

Noninterest Income

Noninterest income was $14 million in the first quarter of 2026 versus $32 million in the first quarter of 2025 with a substantial portion of the decrease driven by a $25 million gain from Panacea Financial Holdings investment in the first quarter of 2025. Excluding this item, noninterest income was $14 million in the first quarter of 2026 versus $7 million in the first quarter of 2025. Mortgage related income grew 92% to $11 million in the first quarter of 2026 compared to $6 million in the same quarter in 2025. As previously disclosed, the Company is currently in the process of restructuring its bank-owned life insurance portfolio which is anticipated to improve noninterest income by approximately $1.2 million annually beginning late in the second quarter of 2026.

The Company reported gain on sale income of $0.6 million related to the sale of the guaranteed portion of SBA loans in the first quarter of 2026 for no similar gain on sale income in the first quarter of 2025. Approximately $45 thousand of the gain on sale income was attributable to the core Bank in the first quarter of 2026 with the remainder driven by the Panacea Division. The Company anticipates increasing SBA gain on sale income to between $500 thousand to $600 thousand from the core Bank beginning in the second quarter of 2026.

Noninterest Expense

Noninterest expense was $34 million for the first quarter of 2026, compared to $33 million for the same quarter of 2025. The following table reflects the core operating expense burden at the Company, net of mortgage related and Panacea division impacts.


 
            ($ in thousands)        1Q26     4Q25      3Q25      2Q25       1Q25





  Reported Noninterest Expense     $33,754   $42,164    $32,313    $31,942     $32,516



  PFH Consolidated Expenses                                                (4,754)



  Noninterest Expense Excl. PFH    $33,754   $42,164    $32,313     31,942      27,762





  Nonrecurring                              (1,126)               (232)    (1,144)



  Primis Mortgage Expenses        (10,545) (10,048)   (8,214)   (8,514)    (5,569)



  Panacea Net Expense              (1,040)  (2,614)   (2,100)     (370)        384



  Consumer Program Servicing Fee     (347)    (391)     (439)     (518)      (622)



  Reserve for Unfunded Commitment      136       127         19       (18)       (13)



  Total Adjustments               (11,796) (14,052)  (10,734)   (9,652)    (6,964)





  Core Operating Expense Burden    $21,958   $28,112    $21,579    $22,290     $20,798

Core operating expense burden, as defined above, was $22 million in the first quarter of 2026 versus $21 million in the first quarter of 2025. As previously disclosed, the first quarter of 2026 includes a full quarter of lease expense, net of reduced depreciation expense, of approximately $1.4 million from the Company's sale leaseback transaction executed in the fourth quarter of 2025. Excluding the effects of that transaction, core operating expense burden would have been $20.6 million, a decrease of 1% from the year-ago period.

The Company believes it still has substantial ability to contain expenses while growing revenue as it aggressively adopts artificial intelligence tools and agents to drive productivity. Each department across the Bank has identified a list of high priority use cases for AI that collectively is projected to yield over 200 people-hours per week of time savings and efficiencies, many of which are in the early stages of implementation.

Loan Portfolio and Asset Quality

Loans held for investment increased to $3.4 billion at March 31, 2026 compared to $3.3 billion at December 31, 2025 and $3.0 billion at March 31, 2025. Primary drivers in these levels include:

  • Core Bank loans averaged approximately $2.0 billion in the first quarter of 2026, flat from the fourth quarter of 2025
  • Panacea Financial loans grew $56 million through the end of first quarter of 2026 to $600 million including loans held for sale at March 31, 2026.
  • Mortgage warehouse outstandings increased significantly to $460 million at the end of the first quarter of 2026 compared to $318 million at December 31, 2025. Approved lines ended the first quarter of 2026 at $1.37 billion across 139 customers.
  • Loan balances associated with the consumer loan program declined to $82 million at March 31, 2026, net of fair value discounts, compared to $132 million at March 31, 2025. Importantly, loans in promotional periods with full deferral now represent an immaterial amount of the portfolio which is amortizing down over time.

Nonperforming assets, excluding portions guaranteed by the SBA, were 2.24% of total assets at March 31, 2026 compared to 2.03% of total assets at December 31, 2025. Nonperforming assets increased $13.6 million from December 31, 2025 to $100 million at March 31, 2026 due to one relationship that was 90 days past due at quarter-end but subsequently made multiple payments to reduce its delinquency. Substandard and nonaccrual loans were essentially flat linked-quarter.

The Company recorded a provision for credit losses of $1.5 million for the first quarter of 2026 compared to a provision for credit losses of $2.4 million for the fourth quarter of 2025 and $1.6 million for the first quarter of 2025. Approximately $0.1 million of the first quarter 2026 provision was related to growth in the loan portfolio. Another $0.4 million was related to the Consumer Program portfolio which was down from $0.6 million in the fourth quarter of 2025. Lastly, changes in impairment amounts for individually evaluated loans contributed $0.6 million to the provision in the first quarter of 2026. Core net charge-offs as a percentage of average loans were six basis points, flat with the same period a year ago and up one basis point from the fourth quarter of 2025.

As a percentage of loans held for investment, the allowance for credit losses was 1.37% at the end of the first quarter of 2026 compared to 1.45% at the end of the first quarter of 2025. Total allowance and discounts on the consumer loan program portfolio totaled $6.7 million at March 31, 2026, which represents 8% of gross principal balance and 358% of loans more than one period delinquent as of that date.

Deposits and Funding

Total deposits at March 31, 2026 were $3.4 billion, up $0.2 billion, or 8% when compared to the same period in 2025. Noninterest bearing demand deposits were $541 million at March 31, 2026, an increase of 19% compared to balances at March 31, 2025. The Company had FHLB advances totaling $230 million outstanding at March 31, 2026 up from $25 million at December 31, 2025 and versus no advances at March 31, 2025.

Taxes

Tax expense for the first quarter of 2026 was $3 million. Included in this expense was $0.8 million of tax expense related to the Panacea Financial Holdings deconsolidation in 2025 and is considered nonrecurring. Excluding this amount, tax expense for the first quarter of 2026 was $2.3 million or an effective tax rate of 21.8% of pre-tax earnings. The Company expects the effective tax rate to be at a similar level for the rest of 2026.

Shareholders' Equity

Tangible book value per common share(1) at the end of the first quarter of 2026 was $13.47, an increase of $2.07 or 18% from levels reported at March 31, 2025. Tangible common equity(1) ended the first quarter of 2026 at $334 million, or 8.02% of tangible assets(1).

The Board of Directors declared a dividend of $0.10 per share payable on May 22, 2026 to shareholders of record on May 8, 2026. This is Primis' fifty-eighth consecutive quarterly dividend.

About Primis Financial Corp.

As of March 31, 2026, Primis had $4.3 billion in total assets, $3.4 billion in total loans held for investment and $3.4 billion in total deposits. Primis Bank provides a range of financial services to individuals and small- and medium-sized businesses through twenty-four full-service branches in Virginia and Maryland and provides services to customers through certain online and mobile applications.


   
            Contacts:                                  Address:

---


   Dennis J. Zember, Jr., President and CEO   Primis Financial Corp.



   Matthew A. Switzer, EVP and CFO            1676 International Drive,
                                                Suite 900



   Phone: (703) 893-7400                    
 McLean, VA 22102

Primis Financial Corp., NASDAQ Symbol FRST
Website: www.primisbank.com

Conference Call

The Company's management will host a conference call to discuss its first quarter results on Friday, April 24, 2026 at 10:00 a.m. (ET). A live Webcast of the conference call is available at the following website: https://events.q4inc.com/attendee/286254303. Participants may also call 1-888-330-3573 and ask for the Primis Financial Corp. call. A replay of the teleconference will be available for 7 days by calling 1-800-770-2030 and providing Replay Access Code 4440924.

Non-GAAP Measures

Statements included in this press release include non-GAAP financial measures and should be read along with the accompanying tables. Primis uses non-GAAP financial measures to analyze its performance. The measures entitled operating net income (loss) available to Primis' common shareholders; pre-tax pre-provision operating earnings; operating return on average assets; pre-tax pre-provision operating return on average assets; operating return on average equity; operating return on average tangible equity; operating efficiency ratio; operating earnings per share - basic; operating earnings per share - diluted; tangible book value per share; tangible common equity; tangible common equity to tangible assets; and core net interest margin are not measures recognized under GAAP and therefore are considered non-GAAP financial measures. We use the term "operating" to describe a financial measure that excludes income or expense considered to be non-recurring in nature. Items identified as non-operating are those that, when excluded from a reported financial measure, provide management or the reader with a measure that may be more indicative of forward-looking trends in our business. A reconciliation of these non-GAAP financial measures to the most comparable GAAP measures is provided in the Reconciliation of Non-GAAP Items table.

Management believes that these non-GAAP financial measures provide additional useful information about Primis that allows management and investors to evaluate the ongoing operating results, financial strength and performance of Primis and provide meaningful comparison to its peers. Non-GAAP financial measures should not be considered as an alternative to any measure of performance or financial condition as promulgated under GAAP, and investors should consider Primis' performance and financial condition as reported under GAAP and all other relevant information when assessing the performance or financial condition of Primis. Non-GAAP financial measures are not standardized and, therefore, it may not be possible to compare these measures with other companies that present measures having the same or similar names.

Non-GAAP financial measures have limitations as analytical tools, and investors should not consider them in isolation or as a substitute for analysis of the results or financial condition as reported under GAAP.

Forward-Looking Statements

This press release and certain of our other filings with the Securities and Exchange Commission contain statements that constitute "forward-looking statements" within the meaning of, and subject to the protections of, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are forward-looking statements. Such statements can generally be identified by such words as "may," "plan," "contemplate," "anticipate," "believe," "intend," "continue," "expect," "project," "predict," "estimate," "could," "should," "would," "will," and other similar words or expressions of the future or otherwise regarding the outlook for the Company's future business and financial performance and/or the performance of the banking industry and economy in general. These forward-looking statements include, but are not limited to, our expectations regarding our future operating and financial performance, including the preliminary estimated financial and operating information presented herein, which is subject to adjustment; our outlook and long-term goals for future growth and new offerings and services; our expectations regarding net interest margin; expectations on our growth strategy, expense management, capital management and future profitability; expectations on credit quality and performance; and the assumptions underlying our expectations.

Prospective investors are cautioned that any such forward-looking statements are not guarantees of future performance and involve known and unknown risks and uncertainties which may cause the actual results, performance or achievements of the Company to be materially different from the future results, performance or achievements expressed or implied by such forward-looking statements. Forward-looking statements are based on the information known to, and current beliefs and expectations of, the Company's management and are subject to significant risks and uncertainties. Actual results may differ materially from those contemplated by such forward-looking statements. Factors that might cause such differences include, but are not limited to: instability in global economic conditions and geopolitical matters; the impact of current and future economic and market conditions generally (including seasonality) and in the financial services industry, nationally and within our primary market areas; adverse developments in borrower industries; changes in interest rates, inflation, loan demand, real estate values, or competition, as well as labor shortages and supply chain disruptions; the impact of tariffs, trade policies, and trade wars (including reduced consumer spending, lower economic growth or recession, reduced demand for U.S. exports, disruptions to supply chains, and decreased demand for other banking products and services); the Company's ability to implement its various strategic and growth initiatives, including its recently established Panacea Financial Division, digital banking platform, V1BE fulfillment service, Mortgage Warehouse division and Primis Mortgage Company, as well as with respect to use and implementation of artificial intelligence; competitive pressures among financial institutions increasing significantly (including as a result of technological changes and the use of artificial intelligence); changes in applicable laws, rules, or regulations, including changes to statutes, regulations or regulatory policies or practices; legislative, regulatory or supervisory actions related to so?called "de?banking," including any new prohibitions, requirements or enforcement priorities that could affect customer relationships, compliance obligations, or operational practices; changes in management's plans for the future; credit risk associated with our lending activities; changes in accounting principles, policies, or guidelines; adverse results from current or future litigation, regulatory examinations or other legal and/or regulatory actions; potential impacts of adverse developments in the banking industry, including impacts on customer confidence, deposit outflows, liquidity and the regulatory response thereto; potential increases in the provision for credit losses; our ability to identify and address increased cybersecurity risks, including those impacting vendors and other first parties; fraud or misconduct by internal or external actors, which we may not be able to prevent, detect or mitigate; acts of God or of war or other conflicts, civil unrest, acts of terrorism, pandemics or other catastrophic events that may affect general economic conditions; action or inaction by the federal government, including as a result of any prolonged government shutdown; and other general competitive, economic, political, and market factors, including those affecting our business, operations, pricing, products, or services.

Forward-looking statements speak only as of the date on which such statements are made. These forward-looking statements are based upon information presently known to the Company's management and are inherently subjective, uncertain and subject to change due to any number of risks and uncertainties, including, without limitation, the risks and other factors set forth in the Company's filings with the Securities and Exchange Commission, the Company's Annual Report on Form 10-K for the year ended December 31, 2025, under the captions "Cautionary Note Regarding Forward-Looking Statements" and "Risk Factors," and in the Company's Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. The Company undertakes no obligation to update any forward-looking statement to reflect events or circumstances after the date on which such statement is made, or to reflect the occurrence of unanticipated events. Readers are cautioned not to place undue reliance on these forward-looking statements.




 (1) Non-GAAP financial measure.  Please see "Reconciliation of Non-GAAP Items" in the financial tables for more information
        and for a reconciliation to GAAP.


 
            
              Primis Financial Corp.



 
            Financial Highlights (unaudited)



 
            (Dollars in thousands, except per share data)                                                                                                      
     
 For Three Months Ended:





 
            Selected Performance Ratios:                                                                                   1Q 2026   4Q 2025   3Q 2025    2Q 2025           1Q 2025



 Return on average assets                                                                                                     0.76 %    2.94 %    0.70 %     0.26 %            2.52 %



 Operating return on average assets(1)                                                                                        0.84 %    0.23 %    0.70 %   (0.34 %)            0.40 %



 Pre-tax pre-provision return on average assets                                                                               1.20 %    3.84 %    0.89 %     1.20 %            3.32 %



 Pre-tax pre-provision operating return on average assets(1)                                                                  1.20 %    0.39 %    0.89 %     0.44 %            0.71 %



 Return on average common equity                                                                                              7.24 %   29.46 %    7.13 %     2.57 %           26.66 %



 Operating return on average common equity(1)                                                                                 7.96 %    2.36 %    7.13 %   (3.40 %)            4.21 %



 Operating return on average tangible common equity(1)                                                                       10.19 %    3.07 %    9.45 %   (4.51 %)            5.78 %



 Cost of funds                                                                                                                2.46 %    2.52 %    2.62 %     2.67 %            2.67 %



 Net interest margin                                                                                                          3.43 %    3.28 %    3.18 %     2.86 %            3.15 %



 Core net interest margin(1)                                                                                                  3.41 %    3.29 %    3.15 %     3.12 %            3.13 %



 Gross loans to deposits                                                                                                     99.22 %   96.70 %   95.92 %    93.65 %           96.04 %



 Efficiency ratio                                                                                                            73.97 %   52.14 %   78.81 %    73.92 %           55.39 %



 Operating efficiency ratio(1)                                                                                               73.97 %   91.05 %   78.81 %    88.67 %           91.97 %





 
            Per Common Share Data:



 Earnings per common share - Basic                                                                                             $0.30      $1.20      $0.28       $0.10              $0.92



 Operating earnings per common share - Basic(1)                                                                                $0.33      $0.10      $0.28     $(0.13)             $0.14



 Earnings per common share - Diluted                                                                                           $0.30      $1.20      $0.28       $0.10              $0.92



 Operating earnings per common share - Diluted(1)                                                                              $0.33      $0.10      $0.28     $(0.13)             $0.14



 Book value per common share                                                                                                  $17.25     $17.12     $15.51      $15.27             $15.19



 Tangible book value per common share(1)                                                                                      $13.47     $13.34     $11.71      $11.48             $11.40



 Cash dividend per common share                                                                                                $0.10      $0.10      $0.10       $0.10              $0.10



 Weighted average shares outstanding - Basic                                                                              24,665,011 24,634,544 24,632,202  24,701,319         24,706,593



 Weighted average shares outstanding - Diluted                                                                            24,719,255 24,654,037 24,643,889  24,714,229         24,722,734



 Shares outstanding at end of period                                                                                      24,772,072 24,695,385 24,644,385  24,643,185         24,722,734





 
            Asset Quality Ratios:



 Non-performing assets as a percent of total assets, excluding SBA guarantees                                                 2.24 %    2.03 %    2.07 %     1.90 %            0.28 %



 Net charge-offs (recoveries) as a percent of average loans (annualized)                                                      0.12 %    0.16 %    0.14 %     0.80 %            1.47 %



 Core net charge-offs (recoveries) as a percent of average loans (annualized)(1)                                              0.06 %    0.05 %    0.03 %     0.15 %            0.06 %



 Allowance for credit losses to total loans                                                                                   1.37 %    1.40 %    1.40 %     1.47 %            1.45 %





 
            Capital Ratios:



 Common equity to assets                                                                                                     10.04 %   10.45 %    9.66 %     9.72 %           10.16 %



 Tangible common equity to tangible assets(1)                                                                                 8.02 %    8.33 %    7.48 %     7.49 %            7.82 %



 Leverage ratio(2)                                                                                                            8.76 %    8.80 %    8.32 %     8.34 %            8.71 %



 Common equity tier 1 capital ratio(2)                                                                                        9.35 %    9.36 %    8.62 %     8.92 %            9.35 %



 Tier 1 risk-based capital ratio(2)                                                                                           9.63 %    9.64 %    8.91 %     9.22 %            9.66 %



 Total risk-based capital ratio(2)                                                                                           12.21 %   12.40 %   12.02 %    12.43 %           12.96 %





 
            (1) 
            See Reconciliation of Non-GAAP financial measures.



 
            (2)
             Ratios are estimated and may be subject to change pending the final filing of the FR Y-9C.


 
            
              Primis Financial Corp.



 
            (Dollars in thousands)                                                                                                                                     
       
 For Three Months Ended:





 
            Condensed Consolidated Balance Sheets (unaudited)                1Q 2026                        4Q 2025       3Q 2025       2Q 2025       1Q 2025



 
            Assets



 Cash and cash equivalents                                                             $159,881               $143,607        $63,881        $94,074        $57,044



 Investment securities-available for sale                                               171,877                171,377        234,660        242,073        241,638



 Investment securities-held to maturity                                                   6,792                  6,981          8,550          8,850          9,153



 Loans held for sale                                                                    223,180                166,066        202,372        126,869         74,439



 Loans held for investment                                                            3,396,366              3,283,683      3,200,234      3,130,521      3,043,348



 Allowance for credit losses                                                           (46,381)              (45,883)      (44,766)      (45,985)      (44,021)


                                                                 
 Net loans                                               3,349,985      3,237,800      3,155,468      3,084,536                            2,999,327



 Stock in Federal Reserve Bank and Federal Home Loan Bank                                24,162                 14,185         17,035         12,998         12,983



 Bank premises and equipment, net                                                         5,924                  6,070         19,380         19,642         19,210



 Operating lease right-of-use assets                                                     64,781                 65,596          9,427          9,927         10,352



 Goodwill and other intangible assets                                                    93,488                 93,495         93,502         93,508         93,804



 Assets held for sale, net                                                                  776                    776            775          2,181          2,420



 Bank-owned life insurance                                                               76,958                 68,969         68,504         68,048         67,609



 Deferred tax assets, net                                                                14,593                 14,683         17,328         19,466         21,399



 Consumer Program derivative asset                                                           47                    159            409          1,177          1,597



 Investment in Panacea Financial Holdings, Inc. common stock                              6,899                  6,899          6,880          6,586         21,277



 Other assets                                                                            57,325                 50,725         56,678         81,791         65,058


                                                                 
 Total assets                                         $4,256,668     $4,047,388     $3,954,849     $3,871,726                           $3,697,310





 
            Liabilities and stockholders' equity



 Demand deposits                                                                       $541,168               $554,442       $489,728       $477,705       $455,768



 NOW accounts                                                                           844,528                862,735        831,709        858,624        819,606



 Money market accounts                                                                  778,366                740,886        737,634        744,321        785,552



 Savings accounts                                                                       942,847                922,337        958,416        935,527        777,736



 Time deposits                                                                          316,156                315,185        318,865        326,496        330,210



     Total deposits                                                                   3,423,065              3,395,585      3,336,352      3,342,673      3,168,872



 Securities sold under agreements to repurchase - short term                              3,525                  3,552          3,954          4,370          4,019



 Federal Home Loan Bank advances                                                        230,000                 25,000         85,000



 Secured borrowings                                                                      14,450                 14,773         15,403         16,449         16,729



 Subordinated debt and notes                                                             69,311                 96,162         96,091         96,020         95,949



 Operating lease liabilities                                                             60,832                 61,340         10,682         11,195         11,639



 Other liabilities                                                                       28,287                 28,080         25,214         24,604         24,539


                                                                 
 Total liabilities                                     3,829,470      3,624,492      3,572,696      3,495,311                            3,321,747


                                                                 
 Total stockholders' equity                              427,198        422,896        382,153        376,415                              375,563


                                                                   Total liabilities and stockholders' equity           $4,256,668     $4,047,388     $3,954,849     $3,871,726                           $3,697,310





 Tangible common equity(1)                                                             $333,710               $329,401       $288,651       $282,907       $281,759


 
            
              Primis Financial Corp.



 
            (Dollars in thousands)                                                                                                                                  
       
 For Three Months Ended:





 
            Condensed Consolidated Statement of Operations (unaudited)                                      1Q 2026               4Q 2025  3Q 2025   2Q 2025    1Q 2025



 Interest and dividend income                                                                                              $53,526   $53,326   $51,766    $47,627     $47,723



 Interest expense                                                                                                           21,452    22,474    22,734     22,447      21,359


                                                                                   
 Net interest income                              32,074    30,852     29,032      25,180                               26,364



 Provision for (recovery of) credit losses                                                                                   1,549     2,439      (49)     8,303       1,596


                                                                                     Net interest income (loss) after provision for
                                                                                      credit losses                                   30,525    28,413     29,081      16,877                               24,768



 Account maintenance and deposit service fees                                                                                1,246     1,292     1,358      1,675       1,339



 Income from bank-owned life insurance                                                                                         472       466       456        438         425



 Mortgage banking income                                                                                                    10,760     9,992     8,887      7,893       5,615



 Gain (loss) on sale of loans                                                                                                  567     1,470       249        210



 Gains on Panacea Financial Holdings investment                                                                                          20       294      7,450      24,578



 Consumer Program derivative                                                                                                   396       775       264        593       (292)



 Gain on sale-leaseback                                                                                                              50,573



 Loss on sales of investment securities                                                                                            (14,777)



 Gain (loss) on other investments                                                                                               49        33       381      (308)         53



 Other                                                                                                                          65       172        80         79         617


                                                                                   
 Noninterest income                               13,555    50,016     11,969      18,030                               32,335



 Employee compensation and benefits                                                                                         19,556    25,535    18,523     17,060      17,941



 Occupancy and equipment expenses                                                                                            4,617     4,459     3,481      3,127       3,285



 Amortization of intangible assets                                                                                               7                          289         313



 Virginia franchise tax expense                                                                                                611       577       576        577         577



 FDIC Insurance assessment                                                                                                     738       918       999      1,021         793



 Data processing expense                                                                                                     2,188     2,421     2,369      3,037       2,849



 Marketing expense                                                                                                             760       472       450        720         514



 Telecommunication and communication expense                                                                                   311       352       309        324         287



 Professional fees                                                                                                           1,860     3,730     2,509      2,413       2,225



 Miscellaneous lending expenses                                                                                                728       634       231        900         834



 Loss on bank premises and equipment                                                                                                              80          5         106



 Other expenses                                                                                                              2,378     3,066     2,786      2,469       2,792


                                                                                   
 Noninterest expense                              33,754    42,164     32,313      31,942                               32,516



 Income before income taxes                                                                                                 10,326    36,265     8,737      2,965      24,587



 Income tax expense                                                                                                          3,014     6,725     1,907        528       5,553


                                                                                   
 Net Income                                        7,312    29,540      6,830       2,437                               19,034


                                                                                   
 Noncontrolling interest                                                                                             3,602


                                                                                     Net income available to Primis' common
                                                                                      shareholders                                    $7,312   $29,540     $6,830      $2,437                              $22,636





 
            (1) 
            See Reconciliation of Non-GAAP financial measures.


 
            
              Primis Financial Corp.



 
            (Dollars in thousands)                                                                                                             
       
 For Three Months Ended:





 
            Loan Portfolio Composition                                              1Q 2026            4Q 2025    3Q 2025     2Q 2025      1Q 2025



 Loans held for sale                                                                          $223,180   $166,066    $202,372     $126,869       $74,439



 Loans secured by real estate:


                                                                 Commercial real estate -owner occupied   534,897     510,088      495,739       480,981                              477,233


                                                                 Commercial real estate - non-owner
                                                                  occupied                                540,154     567,092      592,480       590,848                              600,872


                                                               
 Secured by farmland                        2,386       3,407        3,642         3,696                                3,742


                                                                 Construction and land development        151,426     131,757      102,227       106,443                              104,301


                                                               
 Residential 1-4 family                   560,711     576,866      564,087       571,206                              576,837


                                                               
 Multi-family residential                 150,475     140,261      137,804       157,097                              157,443


                                                               
 Home equity lines of credit               61,786      61,738       62,458        62,103                               60,321


                                                               
      Total real estate loans           2,001,835   1,991,209    1,958,437     1,972,374                            1,980,749





 Commercial loans                                                                            1,104,438    970,492     915,158      811,458       698,097



 Paycheck Protection Program loans                                                               1,716      1,719       1,723        1,729         1,738



 Consumer loans                                                                                283,605    315,407     319,977      339,936       357,652


                                                               
 Total Non-PCD loans                    3,391,594   3,278,827    3,195,295     3,125,497                            3,038,236



 PCD loans                                                                                       4,772      4,856       4,939        5,024         5,112



 Total loans receivable, net of deferred fees                                               $3,396,366 $3,283,683  $3,200,234   $3,130,521    $3,043,348





 
            (Dollars in thousands)                                                                                                             
       
 For Three Months Ended:





 
            Loans by Risk Grade:                                                    1Q 2026            4Q 2025    3Q 2025     2Q 2025      1Q 2025



   Pass Grade 1 - Highest Quality                                                                 $119        $87        $666         $667          $880



   Pass Grade 2 - Good Quality                                                                 160,228    178,999     168,177      170,560       175,379



   Pass Grade 3 - Satisfactory Quality                                                       1,556,700  1,882,934   1,842,958    1,737,153     1,643,957



   Pass Grade 4 - Pass                                                                       1,469,542  1,026,499   1,034,035    1,050,397     1,124,901



   Pass Grade 5 - Pass/ Watch(1)                                                                13,765



   Pass Grade 6 - Special Mention(2)                                                            49,308     48,683       7,004       31,902        28,498



   Grade 7 - Substandard(2)                                                                    139,155    138,932     139,847      139,842        69,733



   Grade 8 - Doubtful(2)                                                                         7,549      7,549       7,547



   Grade 9 - Loss(2)



 Total loans                                                                                $3,396,366 $3,283,683  $3,200,234   $3,130,521    $3,043,348





 
            (Dollars in thousands)                                                                                                             
       
 For Three Months Ended:





 
            Asset Quality Information                                               1Q 2026            4Q 2025    3Q 2025     2Q 2025      1Q 2025



 
            Allowance for Credit Losses:



 Balance at beginning of period                                                              $(45,883) $(44,766)  $(45,985)   $(44,021)    $(53,724)



 Recovery of (provision for) credit losses                                                     (1,549)   (2,439)         49      (8,303)      (1,596)



 Net charge-offs                                                                                 1,051      1,322       1,170        6,339        11,299



 Ending balance                                                                              $(46,381) $(45,883)  $(44,766)   $(45,985)    $(44,021)





 
            Reserve for Unfunded Commitments:



 Balance at beginning of period                                                               $(1,006)  $(1,133)   $(1,152)    $(1,134)     $(1,121)



 Recovery of (provision for) unfunded loan commitment reserve                                      136        127          19         (18)         (13)



 Total Reserve for Unfunded Commitments                                                         $(870)  $(1,006)   $(1,133)    $(1,152)     $(1,134)







 
            Non-Performing Assets:                                                  1Q 2026            4Q 2025    3Q 2025     2Q 2025      1Q 2025



 Nonaccrual loans                                                                              $84,949    $84,823     $84,973      $53,059       $12,956



 Accruing loans delinquent 90 days or more                                                      15,223      1,713       1,713       25,188         1,713



 Total non-performing assets                                                                  $100,172    $86,536     $86,686      $78,247       $14,669



 SBA guaranteed portion of non-performing loans                                                 $5,033     $4,482      $4,682       $4,750        $4,307


 
 (1) 
 In first quarter of 2026. the Company expanded its risk grade matrix to include Pass Grade 5 - Pass/ Watch.



 
 (2) 
 In first quarter of 2026, due to the expansion of the risk grade matrix, Special Mention, Substandard, Doubtful and Loss loans that were in risk grades 5, 6, 7 and 8, respectively in 2025, were migrated to risk grades 6, 7, 8 and 9, respectively in 2026.


 
            
              Primis Financial Corp.



 
            (Dollars in thousands)                                           
          
 For Three Months Ended:





 
            Average Balance Sheet                         1Q 2026   4Q 2025     3Q 2025                2Q 2025    1Q 2025



 
            Assets



 Loans held for sale                                       $159,007   $162,854     $130,061                $108,693    $170,509



 Loans, net of deferred fees                              3,297,456  3,238,184    3,143,155               3,074,993   2,897,481



 Investment securities                                      176,582    220,343      247,008                 249,485     245,216



 Other earning assets                                       161,199    115,908      101,278                  98,369      86,479



 
            Total earning assets                        3,794,244  3,737,289    3,621,502               3,531,540   3,399,685



 Other assets                                               261,466    244,183      232,636                 272,910     241,912



 
            Total assets                               $4,055,710 $3,981,472   $3,854,138              $3,804,450  $3,641,597





 
            Liabilities and equity



 Demand deposits                                           $533,570   $498,681     $481,697                $467,493    $446,404



 Interest-bearing liabilities:



 NOW and other demand accounts                              838,845    837,231      834,839                 821,893     805,522



 Money market accounts                                      750,380    740,915      756,361                 759,107     788,067



 Savings accounts                                           922,152    934,092      922,048                 882,227     754,304



 Time deposits                                              316,281    315,943      324,614                 329,300     335,702



 
               Total Deposits                           3,361,228  3,326,862    3,319,559               3,260,020   3,129,999



 Borrowings                                                 181,185    205,767      117,697                 117,701     116,955



 
              Total Funding                             3,542,413  3,532,629    3,437,256               3,377,721   3,246,954



 Other Liabilities                                           86,090     50,978       36,720                  36,649      38,280



 
            Total liabilities                           3,628,503  3,583,607    3,473,976               3,414,370   3,285,234



 Primis common stockholders' equity                         427,207    397,865      380,162                 380,080     344,381



 Noncontrolling interest                                                                                             11,982



 
            Total stockholders' equity                    427,207    397,865      380,162                 380,080     356,363



 
            Total liabilities and stockholders' equity $4,055,710 $3,981,472   $3,854,138              $3,794,450  $3,641,597







 
            Net Interest Income



 Loans held for sale                                         $2,376     $2,511       $2,085                  $1,754      $2,564



 Loans                                                                 47,758       47,856                  46,772      42,963      42,400



 Investment securities                                        1,911      1,841        1,894                   1,928       1,906



 Other earning assets                                         1,481      1,118        1,015                     982         853



 
               Total Earning Assets Income                 53,526     53,326       51,766                  47,627      47,723





 Non-interest bearing DDA



 NOW and other interest-bearing demand accounts               4,244      4,124        4,549                   4,603       4,515



 Money market accounts                                        4,539      4,615        5,229                   5,271       5,420



 Savings accounts                                             7,202      7,599        8,070                   7,793       6,418



 Time deposits                                                2,517      2,639        2,723                   2,830       3,039



 
              Total Deposit Costs                          18,502     18,977       20,571                  20,497      19,392





 Borrowings                                                   2,950      3,497        2,163                   1,950       1,967



 
              Total Funding Costs                          21,452     22,474       22,734                  22,447      21,359





 
            Net Interest Income                           $32,074    $30,852      $29,032                 $25,180     $26,364







 
            Net Interest Margin



 Loans held for sale                                         6.06 %    6.12 %      6.36 %                 6.47 %     6.10 %



 Loans                                                                 5.87 %      5.86 %                 5.90 %     5.60 %     5.93 %



 Investments                                                 4.39 %    3.31 %      3.04 %                 3.10 %     3.15 %



 Other Earning Assets                                        3.73 %    3.83 %      3.98 %                 4.00 %     4.00 %



 
              Total Earning Assets                         5.72 %    5.66 %      5.67 %                 5.41 %     5.69 %





 NOW                                                                   2.05 %      1.95 %                 2.16 %     2.25 %     2.27 %



 MMDA                                                        2.45 %    2.47 %      2.74 %                 2.79 %     2.79 %



 Savings                                                     3.17 %    3.23 %      3.47 %                 3.54 %     3.45 %



 CDs                                                                   3.23 %      3.31 %                 3.33 %     3.45 %     3.67 %



 
              Cost of Interest Bearing Deposits            2.65 %    2.66 %      2.88 %                 2.94 %     2.93 %



 
              Cost of Deposits                             2.23 %    2.26 %      2.46 %                 2.52 %     2.52 %





 Other Funding                                               6.60 %    6.74 %      7.29 %                 6.65 %     6.82 %



 
              Total Cost of Funds                          2.46 %    2.52 %      2.62 %                 2.67 %     2.67 %





 
            Net Interest Margin                            3.43 %    3.28 %      3.18 %                 2.86 %     3.15 %



 
            Net Interest Spread                            2.83 %    2.72 %      2.62 %                 2.32 %     2.60 %


 
            
              Primis Financial Corp.



 
            (Dollars in thousands, except per share data)                                                                                                                     
       
 For Three Months Ended:





 
            Reconciliation of Non-GAAP items:                                                            1Q 2026                        4Q 2025    3Q 2025    2Q 2025     1Q 2025



 Net income available to Primis' common shareholders                                                                              $7,312   $29,540      $6,830      $2,437      $22,636



 Non-GAAP adjustments to Net Income:


                                                                       
 Loss on sale of investment securities                                         14,777


                                                                       
 Branch Consolidation / Other restructuring                                                                                                  144


                                                                         Professional fee expense related to accounting matters and LPF
                                                                          sale                                                                                                   232                                  893


                                                                       
 Gain on sale-leaseback                                                      (50,573)


                                                                       
 Transaction costs related to sale-leaseback                                    1,126


                                                                       
 Gains on Panacea Financial Holdings investment                                                      (7,450)                            (24,578)


                                                                       
 Loss on sale of closed bank branch buildings                                                                                                107


                                                                         Tax expense related to de-consolidation gain in 2025 on PFH
                                                                          investment                                                           759


                                                                       
 Income tax effect                                                              7,489                   1,559                                4,370



 Operating net income (loss) available to Primis' common shareholders                                                             $8,071    $2,359      $6,830    $(3,222)      $3,572





 Net income available to Primis' common shareholders                                                                              $7,312   $29,540      $6,830      $2,437      $22,636


                                                                       
 Income tax expense                                                  3,014       6,725       1,907          528                                5,553


                                                                         Provision (benefit) for credit losses (incl. unfunded commitment
                                                                          expense/benefit)                                                   1,413       2,312        (68)       8,321                                1,609



 Pre-tax pre-provision earnings                                                                                                  $11,739   $38,577      $8,669     $11,286      $29,798


                                                                         Effect of adjustment for nonrecurring income and expenses                   (34,670)                (7,218)                            (23,434)



 Pre-tax pre-provision operating earnings                                                                                        $11,739    $3,907      $8,669      $4,068       $6,364





 Return on average assets                                                                                                         0.76 %   2.94 %     0.70 %     0.26 %      2.52 %


                                                                         Effect of adjustment for nonrecurring income and expenses          0.08 %   (2.71 %)     0.00 %    (0.60 %)                            (2.12 %)



 Operating return on average assets                                                                                               0.84 %   0.23 %     0.70 %   (0.34 %)      0.40 %





 Return on average assets                                                                                                         0.76 %   2.94 %     0.70 %     0.26 %      2.52 %


                                                                       
 Effect of tax expense                                              0.30 %     0.67 %     0.20 %      0.06 %                              0.62 %


                                                                         Effect of provision for credit losses  (incl. unfunded
                                                                          commitment expense)                                               0.14 %     0.23 %   (0.01 %)      0.88 %                              0.18 %



 Pre-tax pre-provision return on average assets                                                                                   1.20 %   3.84 %     0.89 %     1.20 %      3.32 %


                                                                         Effect of adjustment for nonrecurring income and expenses          0.00 %   (3.45 %)     0.00 %    (0.76 %)                            (2.61 %)



 Pre-tax pre-provision operating return on average assets                                                                         1.20 %   0.39 %     0.89 %     0.44 %      0.71 %





 Return on average common equity                                                                                                  7.24 %  29.46 %     7.13 %     2.57 %     26.66 %


                                                                         Effect of adjustment for nonrecurring income and expenses          0.72 %  (27.10 %)     0.00 %    (5.97 %)                           (22.45 %)



 Operating return on average common equity                                                                                        7.96 %   2.36 %     7.13 %   (3.40 %)      4.21 %


                                                                       
 Effect of goodwill and other intangible assets                     2.23 %     0.71 %     2.32 %    (1.11 %)                              1.57 %



 Operating return on average tangible common equity                                                                              10.19 %   3.07 %     9.45 %   (4.51 %)      5.78 %





 Efficiency ratio                                                                                                                73.97 %  52.14 %    78.81 %    73.92 %     55.39 %


                                                                         Effect of adjustment for nonrecurring income and expenses          0.00 %    38.91 %     0.00 %     14.75 %                             36.58 %



 Operating efficiency ratio                                                                                                      73.97 %  91.05 %    78.81 %    88.67 %     91.97 %





 Earnings per common share - Basic                                                                                                 $0.30     $1.20       $0.28       $0.10        $0.92


                                                                         Effect of adjustment for nonrecurring income and expenses            0.03      (1.10)                 (0.23)                              (0.78)



 Operating earnings per common share - Basic                                                                                       $0.33     $0.10       $0.28     $(0.13)       $0.14





 Earnings per common share - Diluted                                                                                               $0.30     $1.20       $0.28       $0.10        $0.92


                                                                         Effect of adjustment for nonrecurring income and expenses            0.03      (1.10)                 (0.23)                              (0.78)



 Operating earnings per common share - Diluted                                                                                     $0.33     $0.10       $0.28     $(0.13)       $0.14





 Book value per common share                                                                                                      $17.25    $17.12      $15.51      $15.27       $15.19


                                                                       
 Effect of goodwill and other intangible assets                     (3.78)     (3.78)     (3.80)      (3.79)                              (3.79)



 Tangible book value per common share                                                                                             $13.47    $13.34      $11.71      $11.48       $11.40





 Net charge-offs as a percent of average loans (annualized)                                                                       0.12 %   0.16 %     0.14 %     0.80 %      1.47 %


                                                                       
 Impact of third-party consumer portfolio                         (0.06 %)   (0.11 %)   (0.11 %)    (0.65 %)                            (1.41 %)



 Core net charge-offs as a percent of average loans (annualized)                                                                  0.06 %   0.05 %     0.03 %     0.15 %      0.06 %





 Total Primis common stockholders' equity                                                                                       $427,198  $422,896    $382,153    $376,415     $375,563


                                                                       
 Less goodwill and other intangible assets                        (93,488)   (93,495)   (93,502)    (93,508)                            (93,804)



 Tangible common equity                                                                                                         $333,710  $329,401    $288,651    $282,907     $281,759





 Common equity to assets                                                                                                         10.04 %  10.45 %     9.66 %     9.72 %     10.16 %


                                                                       
 Effect of goodwill and other intangible assets                   (2.02 %)   (2.12 %)   (2.18 %)    (2.23 %)                            (2.34 %)



 Tangible common equity to tangible assets                                                                                        8.02 %   8.33 %     7.48 %     7.49 %      7.82 %





 Net interest margin                                                                                                              3.43 %   3.28 %     3.18 %     2.86 %      3.15 %


                                                                       
 Effect of adjustment for Consumer Portfolio                      (0.02 %)     0.01 %   (0.03 %)      0.26 %                            (0.02 %)



 Core net interest margin                                                                                                         3.41 %   3.29 %     3.15 %     3.12 %      3.13 %

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SOURCE Primis Financial Corp.

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